See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,940 | $99,652-26.8% | $78,778-7.4% | $147,584-50.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 11.44% | 47.28%-35.8pp | 35.62%-24.2pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,248 | $2,796-19.6% | $1,986+13.2% | $4,876-53.9% |
| Participant deferral / active EE | $2,758 | $3,664-24.7% | $2,958-6.8% | $5,439-49.3% |
| Admin fee / account holder | $3,020 | $7,155-57.8% | $5,134-41.2% | $10,885-72.3% |